Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2021 年第 4 季 13F 持有人
Morgan Stanley 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,716
- 較 2021 年第 3 季 +148 家
- 持有股數
- 15.0 億
- 較 2021 年第 3 季 −3,139 萬 (−2.1%)
- 總市值
- $1,469 億
- 較 2021 年第 3 季 −$18.2 億 (−1.2%)
- 新進機構
- 246
- 另有 640 家加碼
- 清倉機構
- 98
- 另有 589 家減碼
另有 24 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2021 年第 4 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 89,688 | $880.3 萬 | 0.18% | +2,458+2.8% | 加碼 |
| Prospera Financial Services Inc | 89,640 | $879.9 萬 | 0.38% | +1,553+1.8% | 加碼 |
| Paloma Partners Management Co | 89,366 | $877.2 萬 | 0.28% | +89,366 | 新進 |
| Pacer Advisors, Inc. | 89,297 | $876.5 萬 | 0.09% | +7,410+9.0% | 加碼 |
| New Mexico Educational Retirement Board | 89,110 | $874.7 萬 | 0.29% | −8,300−8.5% | 減碼 |
| Howe & Rusling Inc | 88,864 | $872.3 萬 | 1.02% | −26,558−23.0% | 減碼 |
| Alberta Investment Management Corp | 88,800 | $871.7 萬 | 0.05% | +3,500+4.1% | 加碼 |
| Verition Fund Management LLC | 88,262 | $866.4 萬 | 0.11% | +51,668+141.2% | 加碼 |
| Ashfield Capital Partners, LLC | 86,989 | $853.9 萬 | 0.55% | −229−0.3% | 減碼 |
| Kentucky Retirement Systems | 86,863 | $852.6 萬 | 0.35% | +733+0.9% | 加碼 |
| YHB Investment Advisors, Inc. | 85,936 | $843.5 萬 | 0.67% | +90.0% | 加碼 |
| Spectrum Management Group, LLC | 85,474 | $839.0 萬 | 1.21% | −435−0.5% | 減碼 |
| McGuire Investment Group, LLC | 84,020 | $824.7 萬 | 1.36% | −2,435−2.8% | 減碼 |
| Burns J W & Co Inc | 82,299 | $807.8 萬 | 1.17% | −242−0.3% | 減碼 |
| D L Carlson Investment Group Inc | 81,718 | $802.1 萬 | 1.28% | −20.0% | 減碼 |
| Kestra Advisory Services, LLC | 81,034 | $795.4 萬 | 0.08% | +4,504+5.9% | 加碼 |
| Ethic Inc. | 81,016 | $795.2 萬 | 0.61% | +14,800+22.4% | 加碼 |
| Twin Capital Management Inc | 80,378 | $789.0 萬 | 0.79% | −3,250−3.9% | 減碼 |
| Rockefeller Capital Management L.P. | 80,043 | $785.6 萬 | 0.04% | +5,489+7.4% | 加碼 |
| Barometer Capital Management Inc. | 80,308 | $782.8 萬 | 1.32% | −94,240−54.0% | 減碼 |
| Capital Analysts, LLC | 78,581 | $771.3 萬 | 0.47% | −809−1.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 78,197 | $767.6 萬 | 3.02% | +644+0.8% | 加碼 |
| Wolverine Trading, LLC | 77,621 | $766.9 萬 | 0.10% | +15,997+26.0% | 加碼 |
| Credit Agricole S A | 77,386 | $759.5 萬 | 0.25% | −11,192−12.6% | 減碼 |
| Gradient Investments LLC | 77,044 | $756.3 萬 | 0.19% | +73,882+2,336.6% | 加碼 |
| First National Bank of Omaha | 76,361 | $749.5 萬 | 0.36% | −4,652−5.7% | 減碼 |
| Jupiter Wealth Management LLC | 76,322 | $749.1 萬 | 3.89% | −7,770−9.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 75,849 | $744.5 萬 | 0.07% | +54,413+253.8% | 加碼 |
| Swarthmore Group Inc | 75,766 | $743.7 萬 | 1.77% | −40,442−34.8% | 減碼 |
| Hudson Bay Capital Management LP | 75,000 | $736.2 萬 | 0.08% | −25,000−25.0% | 減碼 |
| Connors Investor Services Inc | 74,581 | $732.1 萬 | 0.72% | +1,100+1.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 73,777 | $724.2 萬 | 3.11% | −1,095−1.5% | 減碼 |
| D.A. Davidson & Co. | 73,625 | $723.8 萬 | 0.08% | +2,211+3.1% | 加碼 |
| Cetera Investment Advisers | 80,075 | $713.2 萬 | 0.10% | −2,149−2.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 72,594 | $712.6 萬 | 0.26% | −19,863−21.5% | 減碼 |
| German American Bancorp, Inc. | 72,148 | $708.2 萬 | 0.99% | +1,125+1.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 72,053 | $707.3 萬 | 0.14% | −1,159−1.6% | 減碼 |
| Illinois Municipal Retirement Fund | 71,957 | $706.3 萬 | 0.20% | +27,078+60.3% | 加碼 |
| Oak Harvest Investment Services | 71,755 | $704.3 萬 | 1.75% | +4,670+7.0% | 加碼 |
| Atria Investments LLC | 71,046 | $697.4 萬 | 0.12% | +19,066+36.7% | 加碼 |
| First Citizens Bank & Trust Co | 70,962 | $696.6 萬 | 0.27% | −11,395−13.8% | 減碼 |
| Baugh & Associates, LLC | 70,232 | $689.4 萬 | 3.81% | −155−0.2% | 減碼 |
| Cito Capital Group, LLC | 70,148 | $688.6 萬 | 2.88% | −10,800−13.3% | 減碼 |
| Avitas Wealth Management LLC | 69,081 | $678.1 萬 | 1.14% | +1,343+2.0% | 加碼 |
| Essex Financial Services, Inc. | 69,024 | $677.5 萬 | 0.67% | +52,490+317.5% | 加碼 |
| Oppenheimer & Co Inc | 68,844 | $675.8 萬 | 0.12% | +5,671+9.0% | 加碼 |
| Gibraltar Capital Management, Inc. | 68,395 | $671.4 萬 | 3.04% | −1,593−2.3% | 減碼 |
| Oliver Luxxe Assets LLC | 67,436 | $662.0 萬 | 1.68% | −823−1.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 66,547 | $653.1 萬 | 0.22% | +3,135+4.9% | 加碼 |
| Catalyst Capital Advisors LLC | 65,250 | $640.5 萬 | 0.30% | −3,950−5.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 65,113 | $638.9 萬 | 0.41% | −6,800−9.5% | 減碼 |
| Trexquant Investment LP | 64,936 | $637.4 萬 | 0.39% | −465−0.7% | 減碼 |
| AlphaCrest Capital Management LLC | 64,472 | $632.9 萬 | 0.24% | −11,979−15.7% | 減碼 |
| Iowa State Bank | 64,156 | $629.8 萬 | 1.48% | +2,270+3.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 63,962 | $627.8 萬 | 0.01% | +11,665+22.3% | 加碼 |
| Axxcess Wealth Management, LLC | 63,911 | $627.4 萬 | 0.48% | +63,911 | 新進 |
| Alerus Financial NA | 63,864 | $626.9 萬 | 0.51% | +6,995+12.3% | 加碼 |
| Meyer Handelman Co | 63,598 | $624.3 萬 | 0.23% | +56+0.1% | 加碼 |
| Wills Financial Group, Inc. | 62,792 | $616.3 萬 | 2.44% | +3,777+6.4% | 加碼 |
| Central Trust Co | 61,649 | $605.1 萬 | 0.17% | +3,251+5.6% | 加碼 |
| Signet Financial Management, LLC | 61,105 | $599.8 萬 | 0.91% | +200+0.3% | 加碼 |
| Connectus Wealth, LLC | 60,769 | $597.5 萬 | 0.23% | +60,769 | 新進 |
| Central Bank & Trust Co | 60,864 | $597.4 萬 | 0.92% | +693+1.2% | 加碼 |
| LGT Group Foundation | 60,626 | $595.0 萬 | 0.15% | +60,626 | 新進 |
| Private Advisor Group, LLC | 60,328 | $592.2 萬 | 0.04% | −9,811−14.0% | 減碼 |
| Northern Oak Wealth Management Inc | 60,002 | $589.0 萬 | 0.67% | +4,479+8.1% | 加碼 |
| K.J. Harrison & Partners Inc | 59,730 | $587.2 萬 | 0.83% | +14,380+31.7% | 加碼 |
| Glenview Trust Co | 59,773 | $586.8 萬 | 0.19% | −502−0.8% | 減碼 |
| Canandaigua National Corp | 59,623 | $585.3 萬 | 0.86% | −152−0.3% | 減碼 |
| Cumberland Partners Ltd | 59,590 | $584.9 萬 | 0.41% | +2,075+3.6% | 加碼 |
| Shell Asset Management Co | 59,006 | $579.2 萬 | 0.12% | +28,533+93.6% | 加碼 |
| Baxter Bros Inc | 58,992 | $579.1 萬 | 0.84% | +6,865+13.2% | 加碼 |
| Walleye Trading LLC | 58,435 | $573.6 萬 | 0.09% | +1,412+2.5% | 加碼 |
| Virginia Retirement Systems Et Al | 58,100 | $570.3 萬 | 0.05% | +25,600+78.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 57,475 | $564.2 萬 | 0.30% | +42,475+283.2% | 加碼 |
| Mizuho Markets Cayman LP | 57,053 | $560.0 萬 | 0.57% | +40,828+251.6% | 加碼 |
| DCM Advisors, LLC | 56,224 | $551.9 萬 | 1.63% | +14,400+34.4% | 加碼 |
| Neville Rodie & Shaw Inc | 55,950 | $549.2 萬 | 0.39% | +8,125+17.0% | 加碼 |
| L & S Advisors Inc | 55,342 | $543.2 萬 | 0.59% | −13,127−19.2% | 減碼 |
| Moody National Bank Trust Division | 55,083 | $540.7 萬 | 0.16% | −128,484−70.0% | 減碼 |
| MainStreet Investment Advisors LLC | 54,847 | $538.4 萬 | 0.47% | −1,769−3.1% | 減碼 |
| Contravisory Investment Management, Inc. | 54,217 | $532.2 萬 | 1.44% | +54,217 | 新進 |
| Stamos Capital Partners, L.P. | 54,000 | $530.1 萬 | 2.46% | +54,000 | 新進 |
| Hudson Valley Investment Advisors Inc | 53,593 | $526.1 萬 | 0.82% | +760+1.4% | 加碼 |
| Sepio Capital, LP | 53,302 | $523.2 萬 | 0.39% | +50,800+2,030.4% | 加碼 |
| NWK Group, Inc. | 52,717 | $517.5 萬 | 1.91% | +550+1.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 52,615 | $516.5 萬 | 0.03% | −72,871−58.1% | 減碼 |
| Point72 Asset Management, L.P. | 52,100 | $511.4 萬 | 0.02% | −41,100−44.1% | 減碼 |
| Private Wealth Partners, LLC | 51,915 | $509.6 萬 | 0.43% | +51,915 | 新進 |
| Principal Street Partners, LLC | 51,657 | $507.1 萬 | 1.22% | +1,210+2.4% | 加碼 |
| Consolidated Investment Group LLC | 51,600 | $506.5 萬 | 0.80% | 00.0% | 不變 |
| Mount Lucas Management LP | 51,140 | $502.0 萬 | 1.43% | −71,890−58.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 51,042 | $501.0 萬 | 0.35% | −326−0.6% | 減碼 |
| Elk River Wealth Management, LLC | 50,711 | $497.8 萬 | 1.13% | +1,772+3.6% | 加碼 |
| Kessler Investment Group, LLC | 50,608 | $496.8 萬 | 2.79% | +10,237+25.4% | 加碼 |
| Seven Eight Capital, LP | 50,169 | $492.5 萬 | 0.88% | +37,897+308.8% | 加碼 |
| Banque Cantonale Vaudoise | 49,475 | $485.7 萬 | 0.19% | −13,800−21.8% | 減碼 |
| FDx Advisors, Inc. | 49,425 | $485.2 萬 | 0.13% | +5,830+13.4% | 加碼 |
| Odey Asset Management Group Ltd | 49,400 | $484.9 萬 | 1.44% | 00.0% | 不變 |
| Albion Financial Group | 49,315 | $484.1 萬 | 0.38% | +1,150+2.4% | 加碼 |